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Financial Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

You Won’t Believe This…

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For years, consumer groups and rival industry factions have battled — before Congress, the Securities and Exchange Commission and, of course, the press — over whether that “advice” should be required to be in the client’s best interest (the so-called fiduciary standard) or merely “suitable.” Under current rules, advisers can adhere to either one of…

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Mistakes Families Make with 529 College Savings Plans

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Most families that start 529 college savings plans have done their “homework” about these programs. Missteps are made, though, often with the distribution of 529 plan assets. Here are some of the major gaffes, and the major factors anyone should think about before enrolling. Assuming a university will withdraw 529 plan assets for you. When…

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How Your Brain Works: 12 Rules

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Decades of research has given us 12 insights into not only how our brains work, but simple things we can do to become better investors, remember more, and live better. These insights are taken from the book, Brain Rules: 12 Principles for Surviving and Thriving at Work, Home, and School by molecular biologist Dr. John…

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Start Saving Today For Tomorrow’s College Expenses

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How expensive will college be tomorrow? The Department of Education projects that by 2030, the tuition cost of obtaining a four-year degree at a public university will surpass $200,000. Staggering? Indeed, but college is plenty expensive already. For the 2017-2018 school year, tuition averaged $25,290 a year at public colleges and $50,900 a year at…

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Which Financial Documents Should You Be Keeping on File?

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You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life. Organization will help you, your advisors…

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Your Annual Financial Check-Up

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Here’s the scenario … you get a card in the mail, one of those little reminders that tells you it’s time for your annual financial checkup. Your reaction: I’ll take care of that later. Here’s why you should look forward to it. Why do I need an annual review? Because things change, and during the…

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Is Now the Right Time to Refinance?

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Mortgage rates are still low. The earliest numbers from 2013 have remained lower than they were this time last year, leading a number of homeowners to consider (and re-consider) their options. On January 17, interest rates on 30-year FRMs dropped to 3.38%. This is down 0.5%  from a year ago at this time. Many have…

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Building An Emergency Fund: How You Can Create a Financial Cushion for Stressful Times

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How would you respond to sudden financial demands? We all define “emergencies” differently, but we are not immune to them. How can we plan to stay afloat financially when they occur? Most households are not financially prepared for an emergency – not even close. A recent study from the National Foundation for Credit Counseling found…

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Robert’s CBS Column: Make Money Without Investing in the Stock Market

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: How make money? How start business? How get job? No, my editor is not on…

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Best Economic and Business Books 2012

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When I was growing up outside of Portland, Oregon, one of my favorite pastimes was going to Powell’s Bookstore—the largest independent bookstore in the world. I’d spend hours upon hours finding and reading books there. Not much has changed as I’ve grown older. While I spend less time in bookstores, I still have an insatiable…

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